No. A person who opens a link needs no account. For a client who returns often, a guest account is better: each action is recorded under that person's name, and you can remove the access of one client without changing anything for the others.
Use case
A client portal is one private place where each client receives your documents and sends you theirs.
With FileRun it runs at your address, under your name, on a server you control.
Your clients sign in on the provider's website, under the provider's name.
The documents stay on servers that neither of you controls.
An attachment is copied to every mailbox it passes through, and nobody knows which version is the last one.
There is no record of who opened what.
These are standard features. There is no portal edition to buy and no module to add.
For your clients
For you
Clients open files.yourcompany.com, not our website.
Your logo, your colors and your own wording are on the sign-in page, in the interface and in every e-mail FileRun sends.
The documents stay on your server, in your country, as normal files in normal folders.
No third party stores them, reads them, or decides how long they are kept.
Your own staff sign in with Active Directory, LDAP, OpenID Connect or SAML.
A second factor is on by default, and administrators can make it required.
Put the documents in one folder, invite the advisers of the other party as guests, and remove their access when the work ends.
The activity log shows who downloaded each document.
A person who can view a document in FileRun can also download it, and FileRun does not add watermarks.
If your process needs either of these, FileRun is not the right tool for it.
No. A person who opens a link needs no account. For a client who returns often, a guest account is better: each action is recorded under that person's name, and you can remove the access of one client without changing anything for the others.
No. A guest has no folder of their own and sees only the items that were shared with them. You can also hide all other users from an account, so that a client never sees the names of your other clients.
Guest accounts are read-only, apart from uploading. A client who has to edit documents together with your team needs a regular user account. A regular account can be given the Editor role on one folder and nothing else.
You decide. A new installation keeps the activity log for seven days. One setting in the control panel keeps it for any number of days, or without limit.
Yes. The logo, the colors, the application name and the wording can all be replaced, and the desktop and mobile apps can carry your branding too. See how branding works.
Put FileRun on your own server with a free trial license, and share one folder with one client.
Or open the live demo, where you are signed in as the administrator with no sign-up.
Other uses: document management and an FTP replacement.